Your Questionnaire

Do not invest unless you’re prepared to lose money. Investments arranged by Beach Equity are high-risk investments. You may not be able to access your money easily and are unlikely to be protected if something goes wrong. Take 2 minutes to learn more. 

Customer Assessment

In order for us to provide our service we must comply with FCA regulatory requirements and assess whether
the service we offer is appropriate for you.  As part of this assessment, please answer the following questions.
If you don’t answer all of the questions we will be unable to assess whether the service is appropriate and
therefore will be unable to accept you as a customer.

1.0 Certification declarations

If you do not meet one of these criteria, then you cannot use Beach Equity’s services.

Please contact your Beach representative

2.0 Terms and conditions

2.01 Have you read and understood the terms and conditions setting out your contractual relationship with Beach Equity? Click here to display the terms and conditions.

3.0 Knowledge and understanding

3.01 Your experience

As you do not require investment advice for an investment arranged by Beach Equity, please provide details of your commercial and investment experience and qualifications. Please consider relevant senior-level commercial, finance and investment experience, as well as any professional certifications or degrees. In the table provided below, please outline your investment history.

3.02 Your investment history matrix

Number of investments in the last 3 years
Amount invested in last 3 years (£)

Unlisted equity

Unlisted debt

Small and Medium Enterprises




3.03 Your portfolio, wealth and income

Source of funds being invested

Please provide details of your source of funds

4.0 Capital and income

Please read the following before completing this section. Beach Equity is not responsible for:

  • the performance of investee companies,
  • the capital invested, or
  • any income from the investment.

Investments arranged by Beach Equity are:

  • higher risk,
  • illiquid, and
  • should not be relied on as a source of income.

Investors should consider this asset class as part of an overall portfolio approach.

Your investment income and liquidity

Your assessment of the risks

This section assesses your understanding of the risks involved in investing in this asset class. This includes risks such as:

  • losing all of the money you invest,
  • not receiving income from the investment, and
  • not being able to access your funds for the length of the investment period.

5.0 General knowledge

Beach Equity does not assess your suitability for this unregulated activity




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Beach Equity Investments LLP is authorised and regulated by the Financial Conduct Authority (FCA).